UIM

Unified Investment Management Portfolio holdings

AUM $100M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$2.27M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.26%
2 Consumer Discretionary 11.73%
3 Financials 9.47%
4 Healthcare 6.06%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.69%
+1,373
52
$606K 0.69%
+1,035
53
$605K 0.69%
+12,297
54
$593K 0.67%
+4,516
55
$589K 0.67%
+13,610
56
$575K 0.65%
+2,234
57
$554K 0.63%
+3,670
58
$550K 0.62%
+2,081
59
$545K 0.62%
+5,068
60
$543K 0.62%
+27,900
61
$540K 0.61%
+22,810
62
$535K 0.61%
+26,600
63
$526K 0.6%
+590
64
$515K 0.59%
+9,861
65
$511K 0.58%
+5,936
66
$503K 0.57%
+2,165
67
$490K 0.56%
+4,434
68
$468K 0.53%
+20,540
69
$464K 0.53%
+10,533
70
$459K 0.52%
+2,584
71
$451K 0.51%
+995
72
$447K 0.51%
+20,872
73
$437K 0.5%
+2,675
74
$434K 0.49%
+2,666
75
$432K 0.49%
+9,634
1 2
3
4 5